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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Stephens Consulting
Michigan
$516K +$632K +4,340 New
AIM
852
Anchor Investment Management
South Carolina
$515K -$273K -1,873 -30%
NFC
853
Northeast Financial Consultants
Connecticut
$513K -$207K -1,420 -25%
S
854
swisspartners
Liechtenstein
$511K -$2.41M -16,579 -80%
HCA
855
Harbour Capital Advisors
Virginia
$511K -$673K -4,622 -52%
HNWAG
856
High Net Worth Advisory Group
Florida
$510K +$625K +4,295 New
OWM
857
OneAscent Wealth Management
Alabama
$507K +$157K +1,077 +34%
9WM
858
9258 Wealth Management
Ohio
$506K -$4.81K -33 -0.8%
CGPCS
859
Capital Group Private Client Services
California
$505K -$496K -3,405 -44%
AIA
860
Avalon Investment & Advisory
Texas
$504K -$650K -4,465 -51%
EW
861
Evoke Wealth
California
$502K +$8.15K +56 +1%
PFS
862
Prospera Financial Services
Texas
$500K -$153K -1,048 -20%
FG
863
Foster Group
Iowa
$499K – – –
AII
864
AGF Investments Inc
Ontario, Canada
$498K +$19.7K +135 +3%
KLCM
865
KG&L Capital Management
Louisiana
$497K +$281K +1,929 +85%
NO
866
Ninety One
South Africa
$496K -$56.9K -391 -9%
SAM
867
Storebrand Asset Management
Norway
$495K -$127K -874 -17%
TA
868
Tiedemann Advisors
New York
$493K -$63.4K -435 -10%
FPS
869
Fieldpoint Private Securities
Connecticut
$493K +$82K +563 +16%
PA
870
PSI Advisors
Florida
$488K +$114K +786 +24%
DBT
871
Dubuque Bank & Trust
Iowa
$487K -$80.1K -550 -12%
KCM
872
KLK Capital Management
California
$485K +$4.37K +30 +0.7%
TVAMP
873
Tennessee Valley Asset Management Partners
Tennessee
$484K -$11.2K -77 -2%
MCC
874
Malaga Cove Capital
California
$483K -$151K -1,039 -20%
BRWM
875
B. Riley Wealth Management
Tennessee
$481K -$57.8K -397 -9%
33 34
35
36 37